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Innovator Laddered Allocation Buffer ETF

84 hedge funds and large institutions have $152M invested in Innovator Laddered Allocation Buffer ETF in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

42% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 24

11% more funds holding

Funds holding: 7684 (+8)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less capital invested

Capital invested by funds: $158M → $152M (-$6.93M)

2.35% less ownership

Funds ownership: 70.7%68.35% (-2.3%)

Holders
84
Holders Change
+8
Holders Change %
+10.53%
% of All Funds
1.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
12
Increased
34
Reduced
24
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EMAM
26
Encompass More Asset Management
California
$1.38M +$6.74K +187 +0.5%
MML Investors Services
27
MML Investors Services
Massachusetts
$1.34M +$41.8K +1,160 +3%
BW
28
Balance Wealth
Ohio
$1.31M -$4.04K -112 -0.3%
VWA
29
Visionary Wealth Advisors
Illinois
$1.26M +$9.16K +254 +0.7%
OFP
30
OFC Financial Planning
New Jersey
$1.23M +$63.4K +1,758 +6%
CW
31
CreativeOne Wealth
Kansas
$1.21M +$95.9K +2,658 +9%
KAS
32
Kestra Advisory Services
Texas
$1.19M +$345K +9,555 +41%
CF
33
Centaurus Financial
California
$1.16M -$157K -4,360 -12%
KWM
34
Kingsview Wealth Management
Oregon
$1.07M +$258K +7,146 +32%
CWA
35
Continuum Wealth Advisors
New York
$931K -$9.85K -273 -1%
SPIA
36
Steward Partners Investment Advisory
New York
$870K +$30.7K +852 +4%
CAG
37
Curtis Advisory Group
California
$849K
4WM
38
4J Wealth Management
Virginia
$801K -$17.1K -475 -2%
Truist Financial
39
Truist Financial
North Carolina
$742K -$114K -3,172 -14%
RA
40
RFG Advisory
Alabama
$724K -$19.7K -545 -3%
FF
41
Foronjy Financial
California
$694K +$77K +2,135 +13%
DWP
42
Daymark Wealth Partners
Ohio
$665K +$41.7K +1,156 +7%
AWM
43
Axxcess Wealth Management
California
$650K -$15.7M -435,108 -96%
PAG
44
Private Advisor Group
New Jersey
$632K
CAAS
45
Capital Asset Advisory Services
Michigan
$628K -$15.7M -435,843 -96%
MWC
46
MKD Wealth Coaches
Michigan
$577K
CWMK
47
Caliber Wealth Management (Kansas)
Kansas
$480K -$6.35K -176 -1%
BCM
48
Brookstone Capital Management
Illinois
$480K +$84.8K +2,352 +22%
OMC
49
Old Mission Capital
Illinois
$472K +$465K +12,892 New
HIS
50
Harvest Investment Services
Illinois
$472K

BUFB Hedge Fund Activity: Q4 2025 in Review

84 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Innovator Laddered Allocation Buffer ETF (BUFB) for Q4 2025, worth a combined $152M — down 4.4% from $158M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BUFB positions and 4 closed out — a net gain of 8 holders — while 34 added to existing stakes and 24 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $5.34M. The largest seller was Capital Asset Advisory Services, cutting an estimated $15.7M.

  • 84 institutional investors held Innovator Laddered Allocation Buffer ETF (BUFB) as of Q4 2025, up from 76 in Q3 2025.
  • Funds reported $152M of Innovator Laddered Allocation Buffer ETF stock for Q4 2025, down 4.4% quarter-over-quarter.
  • 12 funds opened new Innovator Laddered Allocation Buffer ETF positions in Q4 2025 and 4 closed out, a net change of +8 holders.
  • The largest Innovator Laddered Allocation Buffer ETF buyer in Q4 2025 was Commonwealth Equity Services, an estimated $5.34M added.
  • The largest Innovator Laddered Allocation Buffer ETF seller in Q4 2025 was Capital Asset Advisory Services, an estimated $15.7M sold.

Based on aggregated 13F filings for Q4 2025.